Best Practices: Creating & Maintaining Catalogs

Below are some tips to help you get the most out of maintaining and updating your Catalog app.

1. Create your initial Catalog in the Poynt HQ portal - it'll be a lot quicker. Use the bulk upload tool in the HQ portal to upload product names & ids. You can of course enter in additional products manually, either on the device itself or through Poynt HQ portal.

2. Recommend that you create one catalog and multiple categories underneath that catalog. You can create as many catalogs as you want, and you can toggle between them. However, this requires you to associate that catalog to the terminal every time you toggle. This might take away from the efficiency from the order-taking/sales process.

3. Multiple catalogs will be optimal if your products are seasonal.

4. Apply taxes to the category as a whole. You can always disable the tax on an item on the Order Details screen, right before processing the payment. Note: This option is NOT available if taxes are not enabled on the catalog/category level.